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JDVCX vs RLBCX
JDVCX vs RLBCX Comparison
Open Charts JDVCX vs RLBCX
JPMorgan Diversified C
Price$15.48
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets457.79M
American Funds American Balanced R3
Price$34.67
Change+$0.03 (+0.09%)
VolumeN/A
Net Assets237.69B
JDVCX vs RLBCX Comparison Chart
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JDVCX vs. RLBCX commentary
May 23, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JDVCX is a Buy and RLBCX is a Buy.
FUNDAMENTALS
Fundamentals
RLBCX has more cash in the bank: 238B vs. JDVCX (458M). JDVCX pays higher dividends than RLBCX: JDVCX (1.87) vs RLBCX (1.70). JDVCX was incepted earlier than RLBCX: JDVCX (22 years) vs RLBCX (23 years). JDVCX (1.74) is less costly to investors than RLBCX (0.89). JDVCX is a more actively managed with annual turnover of: 63.00 vs. RLBCX (44.00). RLBCX has a lower initial minimum investment than JDVCX: RLBCX (250) vs JDVCX (1000). RLBCX (4.44) and JDVCX (4.30) have marching annual gain over last year. RLBCX return over 5 years is better than : 36.27 vs. JDVCX (10.82).
| JDVCX | RLBCX | JDVCX / RLBCX | |
| Total Expense Ratio | 1.46 | 0.89 | 164% |
| Annual Report Gross Expense Ratio | 1.74 | 0.89 | 196% |
| Fund Existence | 22 years | 23 years | - |
| Gain YTD | 1.875 | 1.881 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 250 | 400% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 458M | 238B | 0% |
| Annual Yield % from dividends | 1.87 | 1.70 | 110% |
| Returns for 1 year | 4.30 | 4.44 | 97% |
| Returns for 3 years | 13.91 | 21.68 | 64% |
| Returns for 5 years | 10.82 | 36.27 | 30% |
| Returns for 10 years | 1.13 | 49.72 | 2% |
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